“we do see that refresh cycle happening as we get into 2024.”

In context

“gain share, et cetera, but you guys fully benefit from the Instinct side for the Data Center GPU side, but what about on the CPU side of things? Is that headwind now behind us or is it still an issue? Lisa Su: I think we expect the CPU business from a market standpoint to grow, Ross. As we go into 2024, I think the rate and pace of growth will depend a little bit on the macro and just overall CapEx trends. But from our standpoint, we are starting to see some of our larger customers plan their refresh cycles. There's a lot of let's call it older equipment that has yet to be refreshed and the value proposition for refresh is so strong because the energy efficiency and sort of the footprint of the newer generations are so much better than sort of the four or five year old infrastructure that we do see that refresh cycle happening as we get into 2024. I think the exact timing, we will have to understand more as it, as the market evolves as we go through the year. Operator: And the next question comes from the line of Vivek Arya with Bank of America Securities. Please proceed with your question. Vivek Arya: Thanks for taking my questions. So first one, Lisa, from you gave us the $2 billion plus number for MI before, now you've have raised it to over $3.5 billion. And I'm curious what drove the change, was it incremental demand signals, was it supply? And can you supply more of, let's say, demand is $4 billion or $5 billion or $6 billion, right, what is the limitation? And sort of related to that, on the competition side, your competitor will launch their B100 later in the year, do you think that will change the competitive landscape in”